G&S Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.31M | Sell |
11,410
-97
| -0.8% | -$28.1K | 1.31% | 20 |
|
2025
Q1 | $2.82M | Sell |
11,507
-2,844
| -20% | -$698K | 1.2% | 25 |
|
2024
Q4 | $3.44M | Sell |
14,351
-642
| -4% | -$154K | 1.42% | 15 |
|
2024
Q3 | $3.16M | Buy |
14,993
+6,717
| +81% | +$1.42M | 1.33% | 15 |
|
2024
Q2 | $1.74M | Sell |
8,276
-1,352
| -14% | -$284K | 0.76% | 52 |
|
2024
Q1 | $1.93M | Sell |
9,628
-443
| -4% | -$88.7K | 0.86% | 43 |
|
2023
Q4 | $1.71M | Sell |
10,071
-9,645
| -49% | -$1.64M | 0.81% | 49 |
|
2023
Q3 | $2.86M | Buy |
19,716
+8,709
| +79% | +$1.26M | 1.46% | 18 |
|
2023
Q2 | $1.6M | Sell |
11,007
-1,964
| -15% | -$286K | 0.77% | 51 |
|
2023
Q1 | $1.69M | Buy |
12,971
+11,269
| +662% | +$1.47M | 0.75% | 48 |
|
2022
Q4 | $228K | Buy |
+1,702
| New | +$228K | 0.1% | 99 |
|
2020
Q4 | – | Sell |
-16,191
| Closed | -$1.56M | – | 100 |
|
2020
Q3 | $1.56M | Buy |
+16,191
| New | +$1.56M | 1.13% | 32 |
|
2020
Q2 | – | Sell |
-1,940
| Closed | -$174K | – | 136 |
|
2020
Q1 | $174K | Sell |
1,940
-16,108
| -89% | -$1.44M | 0.3% | 47 |
|
2019
Q4 | $2.52M | Sell |
18,048
-1,929
| -10% | -$269K | 1.42% | 26 |
|
2019
Q3 | $2.35M | Buy |
19,977
+16,954
| +561% | +$2M | 1.37% | 25 |
|
2019
Q2 | $338K | Hold |
3,023
| – | – | 0.2% | 69 |
|
2019
Q1 | $306K | Buy |
3,023
+63
| +2% | +$6.38K | 0.19% | 65 |
|
2018
Q4 | $289K | Sell |
2,960
-29,083
| -91% | -$2.84M | 0.26% | 49 |
|
2018
Q3 | $3.62M | Sell |
32,043
-2,486
| -7% | -$281K | 2.5% | 14 |
|
2018
Q2 | $3.6M | Buy |
34,529
+11
| +0% | +$1.15K | 2.75% | 8 |
|
2018
Q1 | $3.8M | Sell |
34,518
-79
| -0.2% | -$8.69K | 3.2% | 6 |
|
2017
Q4 | $3.7M | Buy |
+34,597
| New | +$3.7M | 2.72% | 10 |
|